Financial Planning and Analysis Lead

On Site Full TimeMinnesota, United StatesZiegler Caterpillar

Role Overview

The Financial Planning and Analysis Lead is responsible for delivering financial planning, analysis, and decision support across the dealership by translating operational performance into actionable insights.

What You Will Do

The role involves leading the annual budgeting process, developing forecasts, building financial models, partnering with leadership, analyzing profitability, and supporting pricing and margin optimization.

Why It Might Be a Fit

The ideal candidate will have 5-7 years of FP&A or finance experience, strong financial modeling and analytical skills, and the ability to lead through influence and partner with operational leaders.

Requirements

  • Bachelor’s degree in Finance, Accounting, or a related field
  • 5-7 years of FP&A or finance experience
  • demonstrated ability to lead through influence
  • Strong financial modeling, analytical, and problem-solving skills
  • Advanced Excel skills
  • Strong communication and presentation skills

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • 15 days of PTO
  • 9 paid holidays
  • 401(k) plan
  • HSA (Health Savings Account)
  • Short-Term and Long-Term Disability Insurance
  • FSA & EAP
  • Paid Parental Leave
  • Funeral Leave
  • Fitness membership discount
  • Education Assistance

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To apply for this job please visit zieglercat.wd1.myworkdayjobs.com.


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